Managers of Wealth Americas

Broadridge Appoints Trish Mosconi and Chris Perry to its Board of Directors

Broadridge also announced that Brett Keller, director since 2015 and member of the Audit and Compensation Committees, has notified the Company of his decision to resign from the Board

Raymond James hire for ESOP practice, former Comerica CIO joins First Horizon

Wellington Management, Lazard Asset Management also strengthen senior leadership.

Sanctuary Wealth Appoints Marissa Fox-Foley as Chief Marketing Officer

Appointment reflects Sanctuary's commitment to investing in top talent to expand Partner Firm marketing support and organic growth

Northern Trust Asset Management Appoints Gijsbert de Lange as Chief Innovation Strategist

He will support the adoption of these methods within Northern Trust Asset Management’s equity, fixed income and multi-asset strategies.

A&O Shearman expands Chicago office with new M&A and private equity partner

Val joins A&O Shearman from Kirkland & Ellis.

OneSeven Adds Three Senior Leaders as AUM Surges to $8.6B

The Cleveland RIA platform brought on a new CFO, CCO and advisor advocate as it targets $20 billion in managed assets by 2027, following rapid expansion.

Raymond James Lands $1B, Four-Advisor Team from Merrill

A Maryland-based team from Merrill Lynch has joined Raymond James’ employee-advisor channel as the firm continues its recruiting push.

KKR bolsters wealth ranks with L&G hire

The hire comes on the heels of the firm raising $6.5bn from individual investors outside the US last year, Citywire can reveal.

Barclays Appoints Chetan Vohra as Global Head of Securitized Products

In his new role, Mr. Vohra will lead the next phase of growth across Barclays’ Securitized Products platform, strengthening cross‑asset connectivity and driving deeper engagement across origination, financing and trading.

Peapack Private Appoints Elizabeth Martone as Senior Managing Director

Operating from the Bank's Park Avenue Office in New York City, she will play a pivotal role as a part of James Handal's leadership team.

SiriusPoint names Sakakeeny as North America P&C chief

He joins SiriusPoint from The Hartford, where he most recently served as vice-president and head of casualty product for middle and large commercial business.

Apex Group Appoints Mauricio Catâneo as Regional Head, Latin America

In this role, Mauricio will lead Apex Group’s LATAM business, with responsibility for growth, client delivery, and operational excellence across operations in Brazil, Chile, and Uruguay.

Withers launches US east coast employment practice with addition of new team

The team joins Withers from Outten & Golden

Cetera Welcomes Veteran Commonwealth Advisor Jamie Hatfield with Approximately $170 Million in AUA

Independent wealth management advisor joins Cetera seeking to preserve a white-glove, mom-and-pop service model supported by modern technology and scale

BNY Names New Pershing Head in Business Restructuring

Current BNY Global Head of Markets Adam Vos will take on the newly created role overseeing the combination of BNY Pershing and BNY Archer Managed Account Solutions.

$2B Ohio Team Joins LPL From Fifth Third Private Bank

Breanne Bovara and Derrick Petry are launching Moto Wealth Partners through LPL's Linsco model, serving high-net-worth clients from offices in Cincinnati and Dayton, Ohio.

Citigroup’s Raghavan Reshuffles Corporate Banking Leadership

Marangon, who had been chief country officer for Brazil, will relocate to New York, while Rizvi will move to London.

Alta Vera Global Capital Advisors Appoints Michael Vaknin as CIO

The hire marks a key step for Alta Vera, an independent wealth management firm founded in 2025 by two former executives from J.P. Morgan and Merrill Lynch

Rothschild & Co strengthens Wealth Management

Rothschild & Co is further expanding its client services in Latin America, relying on experienced executives from its international private banking division.

BNY reshuffles executive team to streamline wealth and markets divisions

Adam Vos will become global head of Wealth Solutions; Jim Crowley as executive vice chair; Laide Majiyagbe will head Markets.

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